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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.53M
PC
27
Prairiewood Capital
North Dakota
$7.4M
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$7.32M
MWM
29
Manske Wealth Management
Texas
$7.23M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.22M
IRC
31
Investors Research Corp
Georgia
$6.29M
Stifel Financial
32
Stifel Financial
Missouri
$5.88M
Truist Financial
33
Truist Financial
North Carolina
$5.85M
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$5.77M
Creative Planning
35
Creative Planning
Kansas
$5.69M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.38M
ML
37
McAdam LLC
Pennsylvania
$5.22M
CAP
38
Cordoba Advisory Partners
New York
$4.99M
SIS
39
Sound Income Strategies
Florida
$4.95M
PT
40
Plimoth Trust
Massachusetts
$4.79M
Citadel Advisors
41
Citadel Advisors
Florida
$4.74M
IWC
42
Integrated Wealth Concepts
Massachusetts
$4.5M
NCM
43
Noesis Capital Mangement
Florida
$4.41M
FMB
44
Field & Main Bank
Kentucky
$4.28M
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$4.13M
MWM
46
Modern Wealth Management
Kansas
$3.97M
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$3.96M
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$3.95M
CFG
49
Compass Financial Group
Ohio
$3.89M
William Blair & Company
50
William Blair & Company
Illinois
$3.85M